Executive Summary

2025 EDITION: FEATURING 13 VENDORS AND THE LATEST BPM PULSE RATINGS AND TRENDS DATA

This is not an analyst report, but a consumer-oriented guide that leverages data from our annual BPM Pulse Research Study and Vendor Landscape Matrix report. It is the most comprehensive  Buyers Guide for Financial Consolidation, Close, and Reporting Solutions available today with detailed sections on requirements, vendors, and the evaluation process.

Areas covered in this guide include: financial consolidation and close, account reconciliation, management reporting, statutory reporting, performance dashboards

Vendors covered in this guide include: Anaplan, Board, IBM, JustPerform/insightsoftware, OneStream, Oracle, Planful, Prophix, SAP, Unit4, Vena, Workday, Wolters Kluwer CCH Tagetik

New for 2025: Expanded vendor snapshots, unified CPM vs. integrated CPM vs. ERP, advanced consolidation requirements, advanced consolidation vendor offerings

This guide has 6 key sections:

• Requirements – we provide guidance on the key requirements you should be considering for your new consolidation and reporting solution
• Core vendors – we provide a snapshot for a list of established vendors that have received top ratings specifically for their consolidation and reporting functionality
• Core vendors rating comparison chart – we provide a chart comparing customer satisfaction ratings for seven key attributes
• Additional vendors – we provide a list of  vendors that did not meet our core vendor criteria
• Process – we provide elements of the methodology and best practices we use on our own projects to enable you to find the best vendor for your unique requirements
• Bonus content – case studies and product data sheets from Anaplan, JustPerform/insightsoftware, OneStream Software, Prophix, and Wolters Kluwer CCH Tagetik

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